Use financial expertise and interpersonal savvy as a Personal Finance Advisor developing trusted relationships with members and clients. Advise individuals and businesses.
As a Personal Finance Advisor at Desjardins, you will understand financial needs, recommend appropriate solutions, and support client goals. You will balance satisfaction, business objectives, profitability, and prudent risk management while working with partners on integrated strategies.
Key Responsibilities:
- Advise members and clients on suitable financial strategies
- Identify expected results with members and clients
- Manage relationships and assess satisfaction and service quality
- Recommend investments, loans, and insurance products
- Represent the caisse through community outreach activities
Requirements:
- Bachelor's degree in a related field
- Minimum one year of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Other qualification and experience combinations may be considered
Bring relationship management, financial advice, and investment knowledge to help Desjardins members and clients pursue appropriate solutions.